Beacon Bridge Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beacon Bridge Wealth Partners, LLC
- $233 Billion
- Q3 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 31,468 shares of VTEB stock, worth $1.58 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
31,468
Previous 26,504
18.73%
Holding current value
$1.58 Million
Previous $1.33 Billion
21.12%
% of portfolio
0.69%
Previous 0.61%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio